Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,020 $295K 0.06% -111 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,019 $295K 0.07% -3,996 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 10,000 $294K 0.03% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 10,000 $294K 0.16% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,000 $294K 0.03% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,995 $294K 0.02% -658 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,969 $293K 0.01% new 13F-HR Timeline Group Verity & Verity, LLC More: the full row for Verity & Verity, LLC 9,881 $291K 0.02% +273 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,808 $288K 0.03% -3,750 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,794 $288K 0.04% +2,460 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,745 $287K 0.19% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,717 $286K 0.03% -89,708 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,650 $284K 0.01% -896 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 9,634 $283K 0.06% -700 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,040 $280K 0.05% -636 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 9,489 $279K 0.08% -500 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,481 $279K 0.07% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,473 $279K 0.02% -1,567 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,472 $278K 0.06% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 9,440 $278K 0.1% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,430 $277K 0.01% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 9,381 $276K 0.14% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,377 $276K 0.03% +374 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,358 $275K 0.14% +319 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 9,383 $275K 0.02% -1,269 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 9,339 $275K 0.04% +96 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,336 $274K 0.06% -225 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,336 $274K 0.05% +1,350 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,316 $274K 0.02% -2 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 9,281 $273K 0.09% -399 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 9,256 $272K 0.21% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,248 $272K 0.08% +7 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 9,242 $272K 0.03% -2,115 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,188 $270K 0.1% 0 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,166 $269K 0.05% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,154 $269K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 9,103 $268K 0.14% -16 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,068 $267K 0.04% 0 13F-HR/A Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 9,039 $266K 0.21% -7,715 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 9,025 $265K 0.08% -361 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,000 $265K 0.02% -475 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 9,000 $265K 0.09% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,985 $264K 0.17% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 8,980 $264K 0.05% +1,760 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 8,974 $264K 0.11% +13 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,959 $263K 0.05% -1,895 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,940 $263K 0.04% +77 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 8,900 $262K 0.09% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,899 $262K 0.02% +400 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,300 $262K 0.12% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 8,890 $261K 0.1% +85 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,871 $261K 0.04% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,864 $261K 0.03% -429 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,712 $256K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,689 $255K 0.04% +401 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,686 $255K 0.06% -4,001 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 8,673 $255K 0.24% +19 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,663 $255K 0.04% -3,931 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,000 $253K 0.05% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 8,574 $252K 0.14% -230 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,562 $252K 0.22% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,547 $251K 0.02% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 8,567 $250K 0.08% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,508 $250K <0.01% -2,300 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,494 $250K 0.06% +62 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,491 $250K 0.27% +101 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 8,479 $249K 0.06% -35,093 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,434 $248K 0.01% +58 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,433 $248K 0.02% -720 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,408 $247K <0.01% -851 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,395 $247K 0.14% -184 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,391 $247K 0.06% +720 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,368 $246K 0.03% +243 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,325 $245K 0.01% +5,236 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,321 $245K <0.01% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,290 $244K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,271 $243K 0.03% +178 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,269 $243K <0.01% 0 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,227 $242K 0.01% +400 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,194 $241K 0.02% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 8,192 $241K 0.03% +261 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,189 $241K 0.03% +1,126 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,157 $240K <0.01% -2,635 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,137 $239K 0.01% 0 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,102 $238K 0.01% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,088 $238K 0.19% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,077 $237K 0.04% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,072 $237K 0.03% +600 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,066 $237K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,042 $236K 0.02% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 8,035 $236K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,976 $234K 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,953 $234K 0.02% 13F-HR/A Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 7,927 $233K 0.1% -1,357 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,912 $232K 0.05% +1,595 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,901 $232K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,872 $231K 0.02% -89 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,865 $231K 0.06% -15 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,864 $231K <0.01% -16,016 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,841 $231K 0.04% -215 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 7,800 $229K 0.15% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,785 $229K 0.02% +642 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,779 $229K 0.01% -373 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,718 $227K 0.03% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,704 $226K 0.13% +80 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 7,703 $226K 0.13% +343 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,697 $226K 0.02% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,696 $226K 0.03% -85 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,670 $226K 0.05% -1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,667 $225K <0.01% +167 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,664 $225K 0.04% +70 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,642 $225K 0.09% -87 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,637 $225K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,600 $223K 0.01% -6,169 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,571 $223K 0.2% -2,723 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,537 $222K 0.22% -12,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,516 $221K 0.25% -1 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 7,500 $220K 0.06% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,497 $220K 0.09% -8,274 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 7,496 $220K 0.05% -130 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 7,475 $220K 0.15% +34 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,413 $218K 0.1% +153 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,376 $217K 0.05% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,365 $217K 0.03% +185 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,336 $216K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,332 $216K 0.1% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,328 $215K <0.01% -2,301 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,290 $214K 0.06% -272 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,265 $214K 0.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,231 $213K 0.04% -156 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,230 $213K 0.1% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 7,185 $211K 0.15% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,165 $211K 0.1% 0 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,149 $210K 0.04% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,117 $209K 0.02% -16,795 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,113 $209K 0.1% -975 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,084 $208K 0.02% -537 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,074 $208K 0.01% -305 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,073 $208K 0.01% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,073 $208K 0.16% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,056 $207K 0.11% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,022 $206K 0.02% +179 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,995 $206K 0.01% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,985 $205K 0.16% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,952 $204K 0.19% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,871 $202K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,860 $202K 0.03% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,844 $201K 0.16% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,848 $201K 0.07% -850 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,835 $201K 0.04% -3,815 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 6,832 $201K 2.41% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,804 $200K 0.06% +311 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,597 $194K 0.02% +37 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 6,478 $190K 0.18% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,281 $185K 0.11% +229 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,279 $185K 0.11% -3,990 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,249 $184K 0.01% +179 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,078 $179K 0.06% +1,669 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,280 $178K 0.04% +123 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,044 $178K 0.01% -137 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,936 $175K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,104 $172K 0.09% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,719 $168K 0.02% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 5,695 $167K 0.01% -345,304 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,502 $162K 0.05% +4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,500 $162K 0.05% -181 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,468 $161K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,234 $154K 0.02% -116 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,211 $153K 0.01% +711 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,059 $149K 0.11% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,142 $146K 0.12% -201 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,856 $143K 0.01% -265 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,850 $143K 0.15% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,802 $141K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,761 $140K 0.13% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,730 $139K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,630 $134K 0.01% +924 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,559 $134K 0.01% -8 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,514 $133K 0.02% -225 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,480 $132K 0.06% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,465 $131K 0.01% +2,773 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,394 $125K 0.01% +1,500 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,135 $122K 0.02% +1,170 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4,031 $119K 0.03% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,005 $118K 0.12% -1,215 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,000 $118K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,044 $117K 0.06% -4,072 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,919 $115K 0.01% +2,092 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,814 $112K 0.04% -99 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,612 $106K 0.03% +126 13F-HR Timeline MOTCO More: the full row for MOTCO 3,591 $101K 0.01% +1,602 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,340 $98.2K 0.04% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,328 $97.8K 0.02% +35 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,324 $97.7K 0.02% +1,239 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,295 $96.9K 0.01% +3 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 3,255 $95.7K <0.01% -1,057 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,206 $94.3K 0.01% new 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $94.1K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,192 $93.8K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,160 $92.9K 0.01% +30 13F-HR Timeline